Deceased Taxpayer - retiree credit

[taxit]

Does anyone know if a taxpayer who qualified for the $250 SS payment in 2009 but passed away before it was received , would be entitled to it on their final return? Thanks for any assistance.

[Lion EA]

You don't get the SS payment from the IRS. The executor can try to get it from the SSA.

[TAXBILLY]

Does anyone know if a taxpayer who qualified for the $250 SS payment in 2009 but passed away before it was received , would be entitled to it on their final return? Thanks for any assistance.

Which month in 2009 was their first SS payment and in which month did they die?

taxbilly

[taxit]

Which month in 2009 was their first SS payment and in which month did they die?

taxbilly

The taxpayer received Jan & Feb SS payments, passed in the first week of March.

[jainen]

>> qualified for the $250 SS payment in 2009 but passed away before it was received <<

This taxpayer did NOT qualify for the payment because he or she died weeks before the check was issued. Social Security is generally not supposed to pay benefits to dead people.

[TAXBILLY]

>> qualified for the $250 SS payment in 2009 but passed away before it was received <<

This taxpayer did NOT qualify for the payment because he or she died weeks before the check was issued. Social Security is generally not supposed to pay benefits to dead people.

The mere fact that she died before she would have received the $250 does not disqualify her from the payment. The $250 however has to be handled through SSA by the executor as Lion has stated.

taxbilly

[jainen]

>>The mere fact that she died before she would have received the $250 does not disqualify her from the payment.<<

Umm, yes, I do believe it does. In my opinion, death is somewhat more than a "mere fact."

[TAXBILLY]

>>Umm, yes, I do believe it does. In my opinion, death is somewhat more than a "mere fact."<<

To whom ... certainly not the deceased. :~)

taxbilly

PS to j:

Have you noticed your imposter on the QF forum?

[jainen]

>>your imposter on the QF forum?<<

I resemble that remark. I imposted the new screen name myself in connection with an otherwise thoroughly unsuccessful computer upgrade which I blame entirely on my collegely graduated progeny.

[TAXBILLY]

I would have suggested Sir j.

taxbilly